Brandywine Oak Private Wealth’s iShares Global Tech ETF IXN Stock Holding History

Brandywine Oak Private Wealth’s Portfolio IXN Stock Details IXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.15M	Hold	14,872	–	–	0.16%	66
2026 Q1	$1.49M	Hold	14,872	–	–	0.13%	83
2025 Q4	$1.56M	Hold	14,872	–	–	0.13%	78
2025 Q3	$1.53M	Hold	14,872	–	–	0.13%	78
2025 Q2	$1.37M	Hold	14,872	–	–	0.13%	82
2025 Q1	$1.13M	Hold	14,872	–	–	0.11%	92
2024 Q4	$1.26M	Hold	14,872	–	–	0.12%	87
2024 Q3	$1.23M	Hold	14,872	–	–	0.12%	93
2024 Q2	$1.23M	Hold	14,872	–	–	0.13%	81
2024 Q1	$1.11M	Hold	14,872	–	–	0.12%	92
2023 Q4	$1.01M	Hold	14,872	–	–	0.11%	94
2023 Q3	$860K	Hold	14,872	–	–	0.1%	102
2023 Q2	$925K	Buy	14,872 +39	+0.3%	+$2.21K	0.1%	101
2023 Q1	$806K	Sell	14,833 -729	-5%	-$36.3K	0.09%	111
2022 Q4	$698K	Buy	+15,562	New	+$710K	0.09%	126

Other funds holding IXN

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Brandywine Oak Private Wealth's IXN Position: Q2 2026 in Review

Brandywine Oak Private Wealth held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 14,872 shares worth $2.15M. The position accounts for 0.16% of the portfolio, ranked #66.

Brandywine Oak Private Wealth first reported a position in IXN in Q4 2022 and has held it in 15 quarters since. 558 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

Brandywine Oak Private Wealth held 14,872 shares of iShares Global Tech ETF worth $2.15M as of Q2 2026.
Brandywine Oak Private Wealth left its iShares Global Tech ETF share count unchanged in Q2 2026.
iShares Global Tech ETF made up 0.16% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #66 holding.
Brandywine Oak Private Wealth first reported a position in iShares Global Tech ETF in Q4 2022 and has held it in 15 quarters since.
558 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.